See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,397 | $103,376+34.8% | $87,100+60.0% | $152,861-8.8% |
| Participation rate | 91.7% | 79.3%+12.3pp | 76.9%+14.8pp | 82.4%+9.2pp |
| Annual return | 21.35% | 28.10%-6.7pp | 28.19%-6.8pp | 345.32%-324.0pp |
| Employer contribution / active EE | $2,250 | $3,220-30.1% | $2,521-10.8% | $4,762-52.8% |
| Participant deferral / active EE | $3,743 | $4,778-21.7% | $4,049-7.5% | $5,850-36.0% |
| Admin fee / account holder | $18,896 | $12,205+54.8% | $7,497+152.1% | $11,596+62.9% |